By Luke Geller February 13, 2023 Episode #273: Using Hybrid Leveraging to Multiply Your Tax-Free Retirement Concepts, Money Script Monday In this episode of Money Script Monday, Luke explains the difference between getting taxed now versus later and the benefits of using hybrid financing to purchase a cash-value life insurance policy. Read this post
By Gabe Lindemann February 6, 2023 Episode #272: How to Use the Winter Months to Your College Planning Advantage College Planning, Money Script Monday In this episode of Money Script Monday, Gabe challenges you to re-consider the college planning “off-season” and presents an incredible opportunity to tackle your 2023 production goals. Read this post
By Sal Mendoza January 30, 2023 Episode #271: Triple Your Production with Circle of Wealth® Software Concepts, Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Sal explains how top advisors utilize this powerful communication tool to provide tailored solutions that can result in a sale. Read this post
By Kyle Tomko January 23, 2023 Episode #270: The Truth Behind How Annuity Companies Make Money Annuities, Money Script Monday In this episode of Money Script Monday, Kyle dispels the most common annuity myth and explains what an insurance carrier does with the money you pay into a policy. Read this post
By Michael Clementi January 9, 2023 Episode #269: Do You Have Retirement Income Insurance? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains how you can use an annuity to create an additional stream of income in retirement similar to a social security or pension plan. Read this post
By Adam Reyna December 19, 2022 Episode #268: How to Bridge the Social Security Gap Concepts, Money Script Monday In this episode of Money Script Monday, Adam explains how you can supplement Social Security income to help reduce the chances of outliving your money in retirement. Read this post
By Michael Clementi December 12, 2022 Episode #267: Is an Annuity Right for You? Annuities, Money Script Monday In this episode of Money Script Monday, Michael addresses the most common misconceptions about annuities and breaks down how they can help generate income for life. Read this post
By Parker Obert December 5, 2022 Episode #266: How to Build Your Following on LinkedIn Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Parker discusses 6 simple yet effective social media strategies that can help you use LinkedIn to bring in consistent leads from this platform. Read this post
By Brian Manderscheid November 28, 2022 Episode #265: Potential for 3 Discounts on Strategic Roth IRA Conversions Life Insurance, Money Script Monday In this episode of Money Script Monday, Brian reveals 3 discounts that could help you create tax-free income and growth in retirement: tax rate discount, market value discount, and tax base discount. Read this post
By Allee Marchini November 14, 2022 Episode #263: 4 Reasons to Market this Winter Money Script Monday, Sales & Marketing In this episode of Money Script Monday, Allee unpacks the top four reasons to accelerate your business NOW and set yourself up for success in Q1. Read this post